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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,523 | $81,504-35.6% | $102,437-48.7% | $80,959-35.1% |
| Participation rate | 25.8% | 66.9%-41.0pp | 74.5%-48.7pp | 67.7%-41.9pp |
| Annual return | 8.82% | 25.60%-16.8pp | 24.95%-16.1pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,173 | $3,104-62.2% | $3,871-69.7% | $2,757-57.5% |
| Participant deferral / active EE | $1,259 | $3,871-67.5% | $5,060-75.1% | $4,300-70.7% |
| Admin fee / account holder | $9,455 | $6,719+40.7% | $8,388+12.7% | $6,925+36.5% |